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Reports

One look at the issues on here and straight away the runaway issue is with reports.This is really starting to impact on the usability of Kashflow, and if its not usable its not worth using any longer. Can anyone from Kashflow at least acknowledge ...
George Ross over 4 years ago in IRIS KashFlow / Reports 0 New

Purchase Order Report

Our projects can take anywhere between 2 and 5 months to manufacture. We currently have more than 90 live purchase orders on our system. A report and option to download to CSV seems like it is vital for accounting purposes and stock control.
Lisa over 4 years ago in IRIS KashFlow / Reports 1 New

invoice income report

I think it would be useful to be able to run a report showing the months of the year and what money is due to be paid in each month so we can do cashflow forcasting. I have some clinets on 30days, some on 60 days payment terms. And with lots of in...
Peter Oram over 4 years ago in IRIS KashFlow / Reports 0 New

I need a single report covering the P&L for a full year broken down by month without having to copy and paste each individual month to a spreadsheet

The full year P&L report should list each months activity and be customisable by date range to provide month by month comparisons without the need to download 12 monthly P&L reports. This will avoid the inevitable misalignment of nominal c...
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

a report of recurring billing for a particular customer?

There should be more reporting based on customers that allow Kashflow users to get more information out of their data. One of these would be a way of doing a report of recurring billing for a particular customer. This would be useful for when you ...
Rob Lucas over 4 years ago in IRIS KashFlow / Reports 0 New

Kashflow Reports

When I check the TB report in Kashflow, there are 2 options. One we can click with opening balance & we can get the opening balance for P & L items as well. That's incorrect. the 2nd option is If we select without opening balance, balance ...
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

To have the option to customise the information downloaded on CSV file

An option to customise the downloaded CSV file as what comes over is not what we need and its so time consuming deleting and adding information so the report is what our Directors are looking for.
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Daily sales report (line graph)

No description provided
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Include an option so that the '0% and N/A VAT Transactions' report can be run on a cash accounting basis.

As we receive much of our income as non VAT'd income I have to manually calculate the VAT reclaim amount. The starting point of that process would be the '0% and N/A VAT Transactions' report. We calculate our VAT liability on the Cash Accounting b...
Guest over 4 years ago in IRIS KashFlow / Reports 0 New

Report to show sales 'totals' based on 'product code' (not just sales code) all in one sheet

At present the total number of products sold in a time frame can only be shown one product at a time in the sales history. This is very time consuming analysis if you have many products. Alternatively you can view income by product but it doesn't ...
Nick Robinson over 4 years ago in IRIS KashFlow / Reports 0 New